Pipeline
pipelinecrm.comPipeline is the first sales productivity platform to combine sales engagement and Customer Relationship Management (CRM) in one easy-to-use application. We make your sales process as organized and efficient as possible. Email your contacts, qualify leads, and get organized so you can spend more time closing! Over 17,000 salespeople use Pipeline to manage their sales.
What your agent can do
Creates a new activity associated with an existing person, company, or deal. See the docs here Full schema: https://pipedream.com/apps/pipeline/actions/create-activity.md
Via MCP.
Tasks depend on the interface and permissions.
Connection methods
Choose a route that fits your agent.
MCP
For compatible agent apps
an access token
View setup for MCPAPI
For custom integrations
an access token
View paths for APIMCP connection
MCP server URL
https://remote.mcp.pipedream.net/v3- Authentication
- Provide the Pipedream Connect access token and the documented project, environment, external-user and app-slug headers; provider account connection may be required.
POST https://remote.mcp.pipedream.net/v3
API connection
API path
https://api.pipedream.com/v1/connect/{project_id}/proxy/aHR0cHM6Ly9hcGkucGlwZWxpbmVjcm0uY29tL2FwaS92My9hZG1pbi91c2Vycw?external_user_id={external_user_id}&account_id=apn_xxxxxxx- Authentication
- Send a Pipedream Connect access token; Pipedream forwards the connected account credentials to the upstream provider.
View sources and checks
- API · Proxy a request to a provider endpoint using a connected account.
- MCP · Use the Pipedream MCP tool Create Activity (Write) for Pipeline: Creates a new activity associated with an existing person, company, or deal. See the docs here Full schema: https://pipedream.com/apps/pipeline/actions/create-activity.md